Township of Union Request for Proposals for Financial Advisory Services 2026
Township of UnionCity · Union Township, NJ- Due
- Dec 9, 2026
- 25 days left
- Primary contact
- Eileen Birch
The 30-second brief
The Township of Union is seeking proposals for professional financial advisory services. The scope of work includes assisting Township staff on capital projects and capital expenditure budgets, reviewing professional reports and feasibility studies, developing cash flow models, reviewing innovative financing and investments, maintaining credit ratings, reviewing financial impact regarding waste flow control, assisting with debt issuance and official statements, and performing bond arbitrage calculations. Proposals must be received by 4:00 PM on December 9, 2026.
Experience and reputation in the field, Knowledge of the Township and the subject matter, Availability to accommodate required meetings, Compensation proposal, Assurances of performance, Vendor's financial ability and strength, Cost comparison, Warranties and guarantees available
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Summary
The Township of Union is seeking proposals for professional financial advisory services.
The scope of work includes assisting Township staff on capital projects and capital expenditure budgets, reviewing professional reports and feasibility studies, developing cash flow models, reviewing innovative financing and investments, maintaining credit ratings, reviewing financial impact regarding waste flow control, assisting with debt issuance and official statements, and performing bond arbitrage calculations. Proposals must be received by 4:00 PM on December 9, 2026.
EVALUATION CRITERIA
8- Experience and reputation in the field
- Knowledge of the Township and the subject matter
- Availability to accommodate required meetings
- Compensation proposal
- Assurances of performance
- Vendor's financial ability and strength
- Cost comparison
- Warranties and guarantees available
REQUIRED ATTACHMENTS
9- Propose Signature Page
- Vendor References
- Statement of Ownership Disclosure
- Non-Collusion Affidavit
- Affirmative Action Requirement
- Completed Partnership Disclosure Statement
- Affidavit of No Conflict of Interest
- Acknowledgment of Receipt of Addendum/Addenda
- Business Registration Certificate
- Submit to
- 1976 Morris Avenue, Union, NJ
- Scope location
- Union, NJ
Questions about this RFP
How do I respond to this RFP from Township of Union?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 9, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 1976 Morris Avenue, Union, NJ. For questions, contact Eileen Birch.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Township of Union in NJ, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Eileen Birch. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Experience and reputation in the field, Knowledge of the Township and the subject matter, Availability to accommodate required meetings, Compensation proposal, Assurances of performance, Vendor's fina..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Township of Union?
All active and historical solicitations from Township of Union are tracked and searchable. As a city agency, Township of Union regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
Is this solicitation still open for submissions?
Based on the posted deadline of December 9, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Propose Signature Page, Vendor References, Statement of Ownership Disclosure, Non-Collusion Affidavit, Affirmative Action Requirement, Completed Partnership Disclosure Statement, Affidavit of No Confl. Review the full document from Township of Union for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Union, NJ. Review the full solicitation for detailed scope requirements.
